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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4+ years Service code 19 · EIN 23-1707341 | Securities Custodian | $177,565 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $147,614 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 0.0%0pp | 2.5%-2.5pp |
| Annual return | 10.32% | 8.25%+2.1pp | 13.13%-2.8pp | 8.25%+2.1pp |
| Employer contribution / active EE | $7,775 | $18,668-58.4% | $16,548-53.0% | $18,668-58.4% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $37-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |